Ansem 🐂🀄️

“@ParallelAiRev they ignored me when i flipped bullish eth but now they see the vision, multi-cycle dev shipping novel tech at intersection of ai x crypto x speculation, will always get bid by the eth whales”

“pump/sol & pump/usd pairings, swapped some more solana into pump betting on weekly close > .0055 and .01+ shortly after already 5x off bottom from summer & leading altcoin thus far this cycle believe this breaking ATHs will raise ceilings for all new launches, still very underowned, yearlong accumulation & buybacks remain consistent with crosschain mobile app gaining traction ---- other general market thoughts zec 400 to 1600 in Q3, up from 40 in september of 2025, (500M -> 20B mcap) by far the top crypto performer of the past year, entering the double bubble turbulent area where price action becomes most volatile and blow off top ensues, i believe btc 2017 is best comp, aggressive uptrend+selloffs all year btc eth & sol holding above range highs after good move off the lows from the summer, pa has been clean, no large liq runs yet but believe most are still offsides, think higher before pullbacks hype & lit have been strong but recently sold off p aggro on robinhood perps integration news, believe this is the time period where it will make the most sense for hyperliquid & lighter to be aggressive with marketing, especially hyperliquid as i feel they have dominated but mostly exhuasted all of the liquidity of the crypto native cohort, hyperliquid has ~100k active traders? RH has 25M DAUs, want to see hyperliquid move aggressively into marketing towards more retail but also tradfi HNWI clients, am sure they are already thinking of ways to do this but is necessary step for them becoming 1T+ behemoth as Jeff envisions, partnership with Kraken on US integration is a big step this is also the area where i expect a lot of builders to capitalize, HL builder codes are designed in such a way that retail frontends can build easily on top, believe gamified hyperliquid mobile apps will be some of the most successful crypto apps this cycle, similar to trading terminals success last cycle with onchain coins, social trading has been huge sofar with onchain coins, but PNLs on perps are much larger & whoever figures out how to tap that liquidity wins huge ---- timing altcoins zec uptrend started sept 2025 hype uptrend started jan 2026 pump uptrend started july 2026 ZEHYPERPUMP still strongest 3 imo stating because i believe it will be important to be able to determine where different altcoins are in their market cycles, crypto does not trade one to one anymore, btc eth sol were all in downtrend for most of the year while hype outperformed aggressively, pump was in downtrend for a year straight while zcash pumped 20x, alt szns are an ever-rotating game, not something that happens all at the same time, being able to recognize when certain trends are beginning and others are ending is a necessary skill for compounding wins together if i had to guess in terms of timing macro trends in three parts, id say zec is in its last third, hype is in its middle third, & pump is in its first third it takes time for a base to build on assets before demand outweighs supply and uptrend begins & the opposite happens at tops when supply eventually outweighs demand go look at old coinbase & robinhood charts, same trend diff timeframe ----- anyway my point being i believe we are entering a new phase for alts doing well, onchain & cex alts, cex alts currently have extreme discounts because of how poorly they did last cycle, imo this is your opportunity for identifying gems in the piles of trash, because there are some out there and most still believe crypto is a scam there is a lot of sidelined capital looking for things to bid, VCs & smart retail alike the time to make your list of which coins to start buying is now, everything is floored ------ TLDR: Q4 bias: bullish, pullback + OI wipe in October, early bull market but late lev entries dangerous, high conviction spot positions safe highest conviction: PUMP invalidation levels: 74k, 73, .0034, 750, 95 concerns: rates/war/dxy strength”

“flash crash in september at some point but from higher i don't think we go below these numbers. quote me on it bitcoin:native $74k zcash:native $750 ethereum:native $2,350 solana:So11111111111111111111111111111111111111112 $95 hyperliquid:native $73 https://t.co/D8j5a1DCp7”

“onchain is a tad hot but majors are quiet as a mouse, hype & zec consolidating at aths very peacefully, btc/eth/sol consolidating under key resistance levels retail metrics clearly up and to the right on fomo & pump robinhood hard shilling their chain to 20M actives daily continuation up seems like the better bet than caution IMO especially if not giga levered, onchain should be the only leverage ppl need”

“here is my UPDATED bag allocation after yesterday's green candles 60-70% majors: BTC, ETH, SOL, HYPE + ZEC 30-40% rotational: onchain, memes, perps and why $PUMP is my highest conviction midcap right now... 📈 https://t.co/sPM0Pop3mD”

“equally weighted basket of $BTC, $ETH, $SOL, $HYPE, $PUMP likely 3-5xs from here easily over next 2 years hype & pump highest r/r spots”

“in the past month i have bought coins on like 4 different chains, bought nfts for the first time since 2023, & even flipped bullish on ethereum”

“@remp0x @surfcoderepeat yea i bought this & will keep buying, cool thing with adam's projects is they are not hype-based at all he just builds quietly until everything is ready, so weeds out all of the short term ct traders bc you can build a position over time”

“I AM BACK AND BULLISH ETH devs are shipping actually novel things onchain. that's how bullish i am on crypto now the market moves quickly, have strong convictions, loosely held https://t.co/316Kxssz8o https://t.co/CHkW9iyg7t”

“@MomentumKevin feels that way”